Equity Investment Analyst; Pharma & Biotech

The Candidate Experience and Professional Qualifications

• Experience as an equity analyst for at least 8 or more years, specialized in pharmaceutical, biotechnology, and/or managed care sectors.
• Demonstrated investment track record based on rigorous fundamental analysis.
• Deep understanding of financial markets, equity valuation, and long-term investing.
• Self-motivated and able to operate independently within a collegial, team-based environment.
• Independent analytical thinker with the ability to cover a broad universe of public equities.
• Experience in pure independent valuation and analysis, without reliance on management access, sell-side research, or portfolio manager direction.
• Clearly articulated analytical framework and a well-developed, repeatable investment process.
• Experience presenting, defending, and validating investment recommendations to senior investors.
• High comfort level in a performance-based investment environment.

A Bachelor’s degree is required while a CFA designation or MBA are strongly preferred. Advanced scientific training (PhD, MD) is a plus.

A competitive compensation package will be offered which is to include a base salary, cash bonus based on performance, and appropriate benefits.

• Report directly to the Co-Directors of Research.
• Contribute to internal equity investment funds across both Domestic and International portfolios.
• Provide primary coverage of pharmaceutical, biotechnology, and managed care equities as part of a ~20 analyst research team.
• Perform fundamental research across a broad universe of domestic and international stocks spanning market capitalizations.
• Independently assess companies using SEC filings, industry data, and other primary research sources.
• Analyze income statements, balance sheets, cash flow statements, competitive positioning, industry structure, and qualitative risk factors.
• Develop sector allocation and deployment strategies within specific GICS industry groups.
• Prepare written investment theses and stock pitches prior to implementing active recommendations.
• Succinctly summarize investment conclusions, including key risks and reasons to own.
• Assess the long-term viability of companies and defend investment opinions to portfolio managers and peers.
• Track individual performance against a customized benchmark.
• Maintain an on-site presence a minimum of three days per week to support collaboration and team integration.
• Prepare two-page board reports and concise written stock summaries using a professional business writing style.